VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,245 shares; 2024Q4: 287,787 shares; 2025Q1: 295,989 shares; 2025Q2: 307,431 shares; 2025Q3: 325,567 shares; 2025Q4: 337,318 shares; 2026Q1: 351,488 shares; 2026Q2: 364,086 shares 364,086 $79.3M 12.45% +12,598 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,836 shares; 2024Q4: 111,813 shares; 2025Q1: 111,652 shares; 2025Q2: 116,307 shares; 2025Q3: 120,935 shares; 2025Q4: 118,405 shares; 2026Q1: 119,819 shares; 2026Q2: 739,754 shares 739,754 $63.7M 10% +619,935 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523,095 shares; 2024Q4: 540,906 shares; 2025Q1: 572,182 shares; 2025Q2: 607,866 shares; 2025Q3: 656,789 shares; 2025Q4: 709,603 shares; 2026Q1: 767,016 shares; 2026Q2: 822,286 shares 822,286 $58.6M 9.19% +55,270 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,435 shares; 2024Q4: 304,648 shares; 2025Q1: 288,986 shares; 2025Q2: 282,786 shares; 2025Q3: 282,314 shares; 2025Q4: 278,213 shares; 2026Q1: 289,549 shares; 2026Q2: 335,347 shares 335,347 $33.2M 5.21% +45,798 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,176 shares; 2025Q1: 85,363 shares; 2025Q2: 139,009 shares; 2025Q3: 191,752 shares; 2025Q4: 282,832 shares; 2026Q1: 389,586 shares; 2026Q2: 417,009 shares 417,009 $32M 5.02% +27,423 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,565 shares; 2024Q4: 104,799 shares; 2025Q1: 109,424 shares; 2025Q2: 114,766 shares; 2025Q3: 119,982 shares; 2025Q4: 122,772 shares; 2026Q1: 123,784 shares; 2026Q2: 130,298 shares 130,298 $31.7M 4.97% +6,514 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,040 shares; 2024Q4: 63,454 shares; 2025Q1: 66,545 shares; 2025Q2: 67,797 shares; 2025Q3: 71,571 shares; 2025Q4: 74,903 shares; 2026Q1: 82,268 shares; 2026Q2: 356,445 shares 356,445 $28.7M 4.51% +274,177 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,420 shares; 2024Q4: 141,781 shares; 2025Q1: 145,139 shares; 2025Q2: 153,932 shares; 2025Q3: 164,205 shares; 2025Q4: 170,785 shares; 2026Q1: 176,876 shares; 2026Q2: 179,787 shares 179,787 $21.4M 3.36% +2,911 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,730 shares; 2024Q4: 178,936 shares; 2025Q1: 174,452 shares; 2025Q2: 173,191 shares; 2025Q3: 180,127 shares; 2025Q4: 168,131 shares; 2026Q1: 206,502 shares; 2026Q2: 224,926 shares 224,926 $17.8M 2.79% +18,424 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,912 shares; 2024Q4: 168,865 shares; 2025Q1: 180,401 shares; 2025Q2: 186,248 shares; 2025Q3: 196,777 shares; 2025Q4: 204,859 shares; 2026Q1: 263,119 shares; 2026Q2: 289,275 shares 289,275 $15M 2.35% +26,156 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,103 shares; 2024Q4: 76,314 shares; 2025Q1: 81,234 shares; 2025Q2: 84,860 shares; 2025Q3: 91,720 shares; 2025Q4: 96,961 shares; 2026Q1: 119,666 shares; 2026Q2: 132,329 shares 132,329 $12.8M 2% +12,663 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,820 shares; 2024Q4: 152,350 shares; 2025Q1: 162,411 shares; 2025Q2: 167,793 shares; 2025Q3: 177,346 shares; 2025Q4: 189,948 shares; 2026Q1: 262,025 shares; 2026Q2: 283,961 shares 283,961 $10.5M 1.65% +21,936 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,016 shares; 2024Q4: 23,016 shares; 2025Q1: 23,016 shares; 2025Q2: 23,016 shares; 2025Q3: 23,016 shares; 2025Q4: 23,016 shares; 2026Q1: 23,016 shares; 2026Q2: 457,767 shares 457,767 $10.4M 1.63% +434,751 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,082 shares; 2024Q4: 27,916 shares; 2025Q1: 28,401 shares; 2025Q2: 29,840 shares; 2025Q3: 30,257 shares; 2025Q4: 28,551 shares; 2026Q1: 28,954 shares; 2026Q2: 32,185 shares 32,185 $9.31M 1.46% +3,231 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,082 shares; 2024Q4: 7,082 shares; 2025Q1: 8,026 shares; 2025Q2: 32,369 shares; 2025Q3: 32,452 shares; 2025Q4: 32,909 shares; 2026Q1: 33,694 shares; 2026Q2: 38,617 shares 38,617 $7.73M 1.21% +4,923 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 216,509 shares 216,509 $7.61M 1.19% new Timeline JPMORGAN SMARTRETIREMENT BL… JPMORGAN SMARTRETIREMENT BLEND 20… More: the full row for JPMORGAN SMARTRETIREMENT BLEND 2045 R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,459 shares; 2024Q4: 140,415 shares; 2025Q1: not reported; 2025Q2: 149,714 shares; 2025Q3: 155,562 shares; 2025Q4: 147,003 shares; 2026Q1: 150,698 shares; 2026Q2: 153,903 shares 153,903 $6.57M 1.03% +3,205 EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,384 shares; 2024Q4: 50,741 shares; 2025Q1: 50,944 shares; 2025Q2: 54,504 shares; 2025Q3: 54,494 shares; 2025Q4: 54,078 shares; 2026Q1: 56,288 shares; 2026Q2: 58,803 shares 58,803 $6.11M 0.96% +2,515 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,197 shares; 2024Q4: 120,483 shares; 2025Q1: 141,280 shares; 2025Q2: 182,830 shares; 2025Q3: 181,667 shares; 2025Q4: 172,431 shares; 2026Q1: 172,099 shares; 2026Q2: 172,268 shares 172,268 $6M 0.94% +169 Timeline VIGAX VNGD MRNGST GRWTH IDX FD-ADM More: the full row for VNGD MRNGST GRWTH IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,543 shares; 2024Q4: 71,071 shares; 2025Q1: 45,145 shares; 2025Q2: 50,954 shares; 2025Q3: 27,037 shares; 2025Q4: 22,122 shares; 2026Q1: 22,285 shares; 2026Q2: 22,407 shares 22,407 $5.97M 0.94% +122 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,175 shares; 2024Q4: 15,326 shares; 2025Q1: 19,655 shares; 2025Q2: 22,595 shares; 2025Q3: 22,545 shares; 2025Q4: 22,565 shares; 2026Q1: 45,046 shares; 2026Q2: 46,575 shares 46,575 $5.95M 0.93% +1,529 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,270 shares; 2024Q4: 156,921 shares; 2025Q1: 166,391 shares; 2025Q2: 179,195 shares; 2025Q3: 191,140 shares; 2025Q4: 202,024 shares; 2026Q1: 197,500 shares; 2026Q2: 207,460 shares 207,460 $5.5M 0.86% +9,960 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,894 shares; 2024Q4: 53,042 shares; 2025Q1: 56,957 shares; 2025Q2: 63,927 shares; 2025Q3: 63,124 shares; 2025Q4: 61,691 shares; 2026Q1: 69,223 shares; 2026Q2: 70,774 shares 70,774 $5.46M 0.86% +1,551 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,771 shares; 2024Q4: 77,750 shares; 2025Q1: 81,768 shares; 2025Q2: 86,989 shares; 2025Q3: 88,380 shares; 2025Q4: 93,773 shares; 2026Q1: 93,053 shares; 2026Q2: 109,879 shares 109,879 $5.32M 0.83% +16,826 Timeline JPMORGAN SMARTRETIREMENT BL… JPMORGAN SMARTRETIREMENT BLEND 20… More: the full row for JPMORGAN SMARTRETIREMENT BLEND 2040 R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,074 shares; 2024Q4: 109,457 shares; 2025Q1: 33,939 shares; 2025Q2: 101,452 shares; 2025Q3: 105,297 shares; 2025Q4: 108,664 shares; 2026Q1: 109,966 shares; 2026Q2: 111,852 shares 111,852 $4.45M 0.7% +1,886 GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,179 shares; 2024Q4: 10,938 shares; 2025Q1: 11,250 shares; 2025Q2: 11,247 shares; 2025Q3: 10,874 shares; 2025Q4: 10,426 shares; 2026Q1: 10,079 shares; 2026Q2: 12,327 shares 12,327 $4.41M 0.69% +2,248 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,976 shares; 2024Q4: 60,155 shares; 2025Q1: 61,321 shares; 2025Q2: 64,646 shares; 2025Q3: 66,695 shares; 2025Q4: 64,532 shares; 2026Q1: 73,522 shares; 2026Q2: 73,658 shares 73,658 $4.4M 0.69% +136 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,877 shares; 2024Q4: 26,196 shares; 2025Q1: 23,438 shares; 2025Q2: 17,556 shares; 2025Q3: 18,564 shares; 2025Q4: 24,003 shares; 2026Q1: 32,894 shares; 2026Q2: 38,074 shares 38,074 $4.1M 0.64% +5,180 Timeline Vanguard Value Index Adm Vanguard Value Index Adm More: the full row for Vanguard Value Index Adm Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,102 shares; 2024Q4: 31,611 shares; 2025Q1: 33,584 shares; 2025Q2: 34,775 shares; 2025Q3: 74,431 shares; 2025Q4: 75,368 shares; 2026Q1: 77,331 shares; 2026Q2: 78,873 shares 78,873 $3.76M 0.59% +1,542 Vanguard Target Retirement … Vanguard Target Retirement 2040 F… More: the full row for Vanguard Target Retirement 2040 Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,980 shares; 2024Q4: 63,692 shares; 2025Q1: 74,455 shares; 2025Q2: 75,570 shares; 2025Q3: 75,826 shares; 2025Q4: 68,040 shares; 2026Q1: 68,575 shares; 2026Q2: 67,214 shares 67,214 $3.67M 0.58% -1,361 IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,742 shares; 2024Q4: 10,592 shares; 2025Q1: 10,519 shares; 2025Q2: 9,702 shares; 2025Q3: 9,694 shares; 2025Q4: 9,351 shares; 2026Q1: 9,170 shares; 2026Q2: 9,053 shares 9,053 $3.57M 0.56% -117 Timeline Vanguard Target Retirement … Vanguard Target Retirement 2030 F… More: the full row for Vanguard Target Retirement 2030 Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,886 shares; 2024Q4: 17,475 shares; 2025Q1: 58,872 shares; 2025Q2: 60,585 shares; 2025Q3: 75,622 shares; 2025Q4: 71,176 shares; 2026Q1: 73,067 shares; 2026Q2: 74,858 shares 74,858 $3.41M 0.53% +1,791 VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,703 shares; 2024Q4: 5,708 shares; 2025Q1: 9,402 shares; 2025Q2: 10,765 shares; 2025Q3: 10,981 shares; 2025Q4: 10,509 shares; 2026Q1: 11,116 shares; 2026Q2: 11,822 shares 11,822 $3.4M 0.53% +706 Timeline Vanguard Developed Markets … Vanguard Developed Markets Ind More: the full row for Vanguard Developed Markets Ind Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,508 shares; 2024Q4: 98,696 shares; 2025Q1: 85,923 shares; 2025Q2: 115,139 shares; 2025Q3: 171,750 shares; 2025Q4: 173,764 shares; 2026Q1: 174,229 shares; 2026Q2: 173,595 shares 173,595 $3.28M 0.51% -634 SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,040 shares; 2024Q4: 153,925 shares; 2025Q1: 146,504 shares; 2025Q2: 140,184 shares; 2025Q3: 140,153 shares; 2025Q4: 139,039 shares; 2026Q1: 138,541 shares; 2026Q2: 140,215 shares 140,215 $3.24M 0.51% +1,674 Timeline JPMORGAN SMARTRETIREMENT BL… JPMORGAN SMARTRETIREMENT BLEND 20… More: the full row for JPMORGAN SMARTRETIREMENT BLEND 2050 R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,872 shares; 2024Q4: 59,251 shares; 2025Q1: 9,759 shares; 2025Q2: 58,636 shares; 2025Q3: 62,047 shares; 2025Q4: 62,321 shares; 2026Q1: 63,968 shares; 2026Q2: 65,808 shares 65,808 $2.86M 0.45% +1,840 DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,452 shares; 2024Q4: 59,477 shares; 2025Q1: 59,624 shares; 2025Q2: 59,249 shares; 2025Q3: 59,413 shares; 2025Q4: 58,679 shares; 2026Q1: 58,828 shares; 2026Q2: 58,972 shares 58,972 $2.62M 0.41% +144 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,456 shares; 2024Q4: 3,933 shares; 2025Q1: 4,138 shares; 2025Q2: 4,138 shares; 2025Q3: 4,011 shares; 2025Q4: 3,793 shares; 2026Q1: 3,772 shares; 2026Q2: 5,353 shares 5,353 $2.56M 0.4% +1,581 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,728 shares; 2024Q4: 10,563 shares; 2025Q1: 10,463 shares; 2025Q2: 10,453 shares; 2025Q3: 10,363 shares; 2025Q4: 10,120 shares; 2026Q1: 9,896 shares; 2026Q2: 10,053 shares 10,053 $2.55M 0.4% +157 Timeline Vanguard Target Ret 2035 Vanguard Target Ret 2035 More: the full row for Vanguard Target Ret 2035 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,657 shares; 2024Q4: 283,151 shares; 2025Q1: 52,099 shares; 2025Q2: 283,364 shares; 2025Q3: 255,723 shares; 2025Q4: 277,128 shares; 2026Q1: 280,666 shares; 2026Q2: 289,821 shares 289,821 $2.45M 0.39% +9,155 AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,012 shares; 2024Q4: 6,117 shares; 2025Q1: 6,511 shares; 2025Q2: 6,631 shares; 2025Q3: 6,499 shares; 2025Q4: 6,227 shares; 2026Q1: 6,096 shares; 2026Q2: 9,932 shares 9,932 $2.37M 0.37% +3,836 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,142 shares; 2024Q4: 19,093 shares; 2025Q1: 17,670 shares; 2025Q2: 21,518 shares; 2025Q3: 21,924 shares; 2025Q4: 21,855 shares; 2026Q1: 24,437 shares; 2026Q2: 28,862 shares 28,862 $2.31M 0.36% +4,425 Timeline Vanguard Total Bond Market … Vanguard Total Bond Market ETF More: the full row for Vanguard Total Bond Market ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,781 shares; 2024Q4: 156,658 shares; 2025Q1: 175,724 shares; 2025Q2: 187,791 shares; 2025Q3: 278,352 shares; 2025Q4: 285,126 shares; 2026Q1: 288,871 shares; 2026Q2: 275,644 shares 275,644 $2.25M 0.35% -13,227 VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,488 shares; 2024Q4: 13,594 shares; 2025Q1: 18,765 shares; 2025Q2: 42,457 shares; 2025Q3: 43,165 shares; 2025Q4: 44,113 shares; 2026Q1: 44,774 shares; 2026Q2: 44,196 shares 44,196 $2.24M 0.35% -578 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,063 shares; 2024Q4: 14,766 shares; 2025Q1: 17,547 shares; 2025Q2: 17,566 shares; 2025Q3: 17,927 shares; 2025Q4: 17,485 shares; 2026Q1: 19,916 shares; 2026Q2: 20,190 shares 20,190 $2.2M 0.35% +274 Timeline VANGUARD TRGT RTRM 2045 VANGUARD TRGT RTRM 2045 More: the full row for VANGUARD TRGT RTRM 2045 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,887 shares; 2024Q4: 78,656 shares; 2025Q1: 69,504 shares; 2025Q2: 90,932 shares; 2025Q3: 109,744 shares; 2025Q4: 121,118 shares; 2026Q1: 125,433 shares; 2026Q2: 146,420 shares 146,420 $2.2M 0.34% +20,987 VANGUARD TARGET RETIREMENT … VANGUARD TARGET RETIREMENT 2050 F… More: the full row for VANGUARD TARGET RETIREMENT 2050 FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,044 shares; 2024Q4: 36,469 shares; 2025Q1: 38,383 shares; 2025Q2: 38,018 shares; 2025Q3: 43,664 shares; 2025Q4: 45,543 shares; 2026Q1: 45,417 shares; 2026Q2: 64,123 shares 64,123 $2.08M 0.33% +18,706 JPMORGAN SMARTRETIREMENT BL… JPMORGAN SMARTRETIREMENT BLEND 20… More: the full row for JPMORGAN SMARTRETIREMENT BLEND 2055 R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,612 shares; 2024Q4: 41,102 shares; 2025Q1: not reported; 2025Q2: 47,120 shares; 2025Q3: 47,277 shares; 2025Q4: 50,711 shares; 2026Q1: 45,784 shares; 2026Q2: 47,535 shares 47,535 $2.05M 0.32% +1,751 VIMAX VNGD MRNGST MD-CP IDX FD-ADM More: the full row for VNGD MRNGST MD-CP IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: 3,108 shares; 2025Q1: 3,127 shares; 2025Q2: 4,071 shares; 2025Q3: 8,948 shares; 2025Q4: 4,217 shares; 2026Q1: 4,344 shares; 2026Q2: 4,950 shares 4,950 $1.98M 0.31% +606 Timeline JPMORGAN SMARTRETIREMENT BL… JPMORGAN SMARTRETIREMENT BLEND 20… More: the full row for JPMORGAN SMARTRETIREMENT BLEND 2030 R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,546 shares; 2024Q4: 50,861 shares; 2025Q1: 18,016 shares; 2025Q2: 54,920 shares; 2025Q3: 56,699 shares; 2025Q4: 59,372 shares; 2026Q1: 60,557 shares; 2026Q2: 61,397 shares 61,397 $1.92M 0.3% +840 Vanguard Small Cap Value In… Vanguard Small Cap Value Index Ad… More: the full row for Vanguard Small Cap Value Index Admiral Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,551 shares; 2024Q4: 11,981 shares; 2025Q1: 12,203 shares; 2025Q2: 5,998 shares; 2025Q3: 25,940 shares; 2025Q4: 15,243 shares; 2026Q1: 15,714 shares; 2026Q2: 17,906 shares 17,906 $1.87M 0.29% +2,192 IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,560 shares; 2024Q4: 6,355 shares; 2025Q1: 7,154 shares; 2025Q2: 9,918 shares; 2025Q3: 10,432 shares; 2025Q4: 14,027 shares; 2026Q1: 16,052 shares; 2026Q2: 17,825 shares 17,825 $1.82M 0.29% +1,773 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,439 shares; 2024Q4: 4,502 shares; 2025Q1: 4,189 shares; 2025Q2: 3,451 shares; 2025Q3: 3,564 shares; 2025Q4: 3,358 shares; 2026Q1: 3,410 shares; 2026Q2: 3,404 shares 3,404 $1.7M 0.27% -6 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,732 shares; 2025Q1: 1,536 shares; 2025Q2: 1,572 shares; 2025Q3: 1,580 shares; 2025Q4: 1,557 shares; 2026Q1: 4,454 shares; 2026Q2: 4,438 shares 4,438 $1.64M 0.26% -16 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,806 shares; 2024Q4: 26,683 shares; 2025Q1: 25,146 shares; 2025Q2: 23,818 shares; 2025Q3: 23,570 shares; 2025Q4: 19,016 shares; 2026Q1: 22,100 shares; 2026Q2: 20,475 shares 20,475 $1.6M 0.25% -1,625 Timeline Vanguard Target Retirement … Vanguard Target Retirement 2025 F… More: the full row for Vanguard Target Retirement 2025 Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,601 shares; 2024Q4: 54,859 shares; 2025Q1: 56,765 shares; 2025Q2: 58,423 shares; 2025Q3: 69,700 shares; 2025Q4: 75,655 shares; 2026Q1: 79,694 shares; 2026Q2: 81,499 shares 81,499 $1.54M 0.24% +1,805 Vanguard Target Retirement … Vanguard Target Retirement Income… More: the full row for Vanguard Target Retirement Income Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,276 shares; 2024Q4: 104,036 shares; 2025Q1: 104,949 shares; 2025Q2: 106,041 shares; 2025Q3: 103,298 shares; 2025Q4: 104,777 shares; 2026Q1: 105,663 shares; 2026Q2: 106,539 shares 106,539 $1.53M 0.24% +876 SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,591 shares; 2024Q4: 35,988 shares; 2025Q1: 39,558 shares; 2025Q2: 32,797 shares; 2025Q3: 32,681 shares; 2025Q4: 31,617 shares; 2026Q1: 31,542 shares; 2026Q2: 30,980 shares 30,980 $1.49M 0.23% -562 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 1,809 shares; 2025Q1: 2,023 shares; 2025Q2: 2,018 shares; 2025Q3: 2,164 shares; 2025Q4: 2,018 shares; 2026Q1: 2,518 shares; 2026Q2: 3,983 shares 3,983 $1.49M 0.23% +1,465 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 952 shares; 2024Q4: 953 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 1,002 shares; 2025Q4: 959 shares; 2026Q1: 1,009 shares; 2026Q2: 1,189 shares 1,189 $1.43M 0.22% +180 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,498 shares; 2024Q4: 6,517 shares; 2025Q1: 6,407 shares; 2025Q2: 5,866 shares; 2025Q3: 6,062 shares; 2025Q4: 5,794 shares; 2026Q1: 6,063 shares; 2026Q2: 6,008 shares 6,008 $1.33M 0.21% -55 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,383 shares; 2024Q4: 3,380 shares; 2025Q1: 3,181 shares; 2025Q2: 4,548 shares; 2025Q3: 3,839 shares; 2025Q4: 3,566 shares; 2026Q1: 3,299 shares; 2026Q2: 3,739 shares 3,739 $1.32M 0.21% +440 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,944 shares; 2024Q4: 1,886 shares; 2025Q1: 1,758 shares; 2025Q2: 1,445 shares; 2025Q3: 1,348 shares; 2025Q4: 1,275 shares; 2026Q1: 1,352 shares; 2026Q2: 1,705 shares 1,705 $1.28M 0.2% +353 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,621 shares; 2024Q4: 7,573 shares; 2025Q1: 7,563 shares; 2025Q2: 8,136 shares; 2025Q3: 7,641 shares; 2025Q4: 7,020 shares; 2026Q1: 6,962 shares; 2026Q2: 6,779 shares 6,779 $1.28M 0.2% -183 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,090 shares; 2024Q4: 1,749 shares; 2025Q1: 1,776 shares; 2025Q2: not reported; 2025Q3: 1,961 shares; 2025Q4: 1,839 shares; 2026Q1: 1,842 shares; 2026Q2: 1,845 shares 1,845 $1.27M 0.2% +3 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,518 shares; 2024Q4: 3,520 shares; 2025Q1: 3,619 shares; 2025Q2: 3,607 shares; 2025Q3: 3,589 shares; 2025Q4: 3,038 shares; 2026Q1: 3,149 shares; 2026Q2: 3,845 shares 3,845 $1.26M 0.2% +696 Timeline VFIAX VANGUARD 500 INDEX-ADM More: the full row for VANGUARD 500 INDEX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,627 shares; 2024Q4: 1,657 shares; 2025Q1: 6,436 shares; 2025Q2: 2,033 shares; 2025Q3: 1,864 shares; 2025Q4: 1,837 shares; 2026Q1: 1,868 shares; 2026Q2: 1,653 shares 1,653 $1.14M 0.18% -215 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,472 shares; 2024Q4: 11,458 shares; 2025Q1: 11,556 shares; 2025Q2: 11,541 shares; 2025Q3: 11,563 shares; 2025Q4: 10,571 shares; 2026Q1: 10,238 shares; 2026Q2: 9,923 shares 9,923 $1.09M 0.17% -315 Timeline FID FRDM BLD 2030 K6 FID FRDM BLD 2030 K6 More: the full row for FID FRDM BLD 2030 K6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77,078 shares 77,078 $1.06M 0.17% new AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 964 shares; 2025Q1: 1,488 shares; 2025Q2: 1,489 shares; 2025Q3: 1,487 shares; 2025Q4: 1,454 shares; 2026Q1: 1,495 shares; 2026Q2: 2,784 shares 2,784 $1.05M 0.17% +1,289 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,173 shares; 2024Q4: 16,106 shares; 2025Q1: 15,823 shares; 2025Q2: 10,245 shares; 2025Q3: 10,177 shares; 2025Q4: 10,087 shares; 2026Q1: 12,517 shares; 2026Q2: 12,407 shares 12,407 $1.04M 0.16% -110 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,775 shares 4,775 $998K 0.16% new Timeline FID FRDM BLD 2055 K6 FID FRDM BLD 2055 K6 More: the full row for FID FRDM BLD 2055 K6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,024 shares 56,024 $955K 0.15% new Vanguard Target Retirement … Vanguard Target Retirement 2020 F… More: the full row for Vanguard Target Retirement 2020 Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,516 shares; 2024Q4: 102,155 shares; 2025Q1: 81,235 shares; 2025Q2: 64,526 shares; 2025Q3: 75,398 shares; 2025Q4: 74,640 shares; 2026Q1: 78,755 shares; 2026Q2: 56,327 shares 56,327 $953K 0.15% -22,428 IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,182 shares; 2024Q4: 9,518 shares; 2025Q1: 8,891 shares; 2025Q2: 11,040 shares; 2025Q3: 10,787 shares; 2025Q4: 9,467 shares; 2026Q1: 8,875 shares; 2026Q2: 8,605 shares 8,605 $948K 0.15% -270 Timeline Invesco Stable Asset Fund -… Invesco Stable Asset Fund - ADPZ … More: the full row for Invesco Stable Asset Fund - ADPZ Class Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823,457 shares; 2024Q4: 853,770 shares; 2025Q1: 892,117 shares; 2025Q2: 890,292 shares; 2025Q3: 911,035 shares; 2025Q4: 915,845 shares; 2026Q1: 947,304 shares; 2026Q2: 930,417 shares 930,417 $930K 0.15% -16,887 BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,987 shares; 2024Q4: 24,982 shares; 2025Q1: 15,410 shares; 2025Q2: 15,186 shares; 2025Q3: 16,111 shares; 2025Q4: 11,973 shares; 2026Q1: 11,429 shares; 2026Q2: 11,555 shares 11,555 $848K 0.13% +126 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,002 shares; 2024Q4: 3,874 shares; 2025Q1: 3,796 shares; 2025Q2: 3,089 shares; 2025Q3: 3,589 shares; 2025Q4: 3,634 shares; 2026Q1: 9,905 shares; 2026Q2: 9,851 shares 9,851 $842K 0.13% -54 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,061 shares; 2025Q4: 10,068 shares; 2026Q1: 44,243 shares; 2026Q2: 35,847 shares 35,847 $830K 0.13% -8,396 Timeline Vanguard Target Retirement … Vanguard Target Retirement 2055 F… More: the full row for Vanguard Target Retirement 2055 Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,773 shares; 2024Q4: 30,499 shares; 2025Q1: 32,649 shares; 2025Q2: 15,250 shares; 2025Q3: 24,432 shares; 2025Q4: 34,393 shares; 2026Q1: 34,935 shares; 2026Q2: 39,962 shares 39,962 $806K 0.13% +5,027 SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,413 shares; 2024Q4: 10,902 shares; 2025Q1: 10,872 shares; 2025Q2: 10,906 shares; 2025Q3: 11,267 shares; 2025Q4: 10,624 shares; 2026Q1: 10,555 shares; 2026Q2: 10,431 shares 10,431 $781K 0.12% -124 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,051 shares; 2024Q4: 1,874 shares; 2025Q1: 1,715 shares; 2025Q2: 1,165 shares; 2025Q3: 1,047 shares; 2025Q4: 1,026 shares; 2026Q1: 1,058 shares; 2026Q2: 1,058 shares 1,058 $780K 0.12% 0 Timeline JPMORGAN SMARTRETIREMENT BL… JPMORGAN SMARTRETIREMENT BLEND 20… More: the full row for JPMORGAN SMARTRETIREMENT BLEND 2060 R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,444 shares; 2024Q4: 14,249 shares; 2025Q1: 200,785 shares; 2025Q2: 17,321 shares; 2025Q3: 23,295 shares; 2025Q4: 20,572 shares; 2026Q1: 21,767 shares; 2026Q2: 23,047 shares 23,047 $778K 0.12% +1,280 V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 641 shares; 2025Q4: 630 shares; 2026Q1: 684 shares; 2026Q2: 2,215 shares 2,215 $760K 0.12% +1,531 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 333 shares; 2025Q3: 332 shares; 2025Q4: 313 shares; 2026Q1: 452 shares; 2026Q2: 1,331 shares 1,331 $750K 0.12% +879 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,026 shares; 2024Q4: 982 shares; 2025Q1: 966 shares; 2025Q2: 942 shares; 2025Q3: 927 shares; 2025Q4: 842 shares; 2026Q1: 856 shares; 2026Q2: 997 shares 997 $747K 0.12% +141 Timeline JPMORGAN SMARTRETIREMENT BL… JPMORGAN SMARTRETIREMENT BLEND 20… More: the full row for JPMORGAN SMARTRETIREMENT BLEND 2035 R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,496 shares; 2024Q4: 24,004 shares; 2025Q1: not reported; 2025Q2: 19,865 shares; 2025Q3: 21,295 shares; 2025Q4: 19,547 shares; 2026Q1: 20,151 shares; 2026Q2: 20,614 shares 20,614 $744K 0.12% +463 IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 1,318 shares; 2025Q2: 1,318 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,630 shares; 2026Q2: 1,630 shares 1,630 $695K 0.11% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,701 shares 1,701 $676K 0.11% new Timeline JPMORGAN SMARTRETIREMENT BL… JPMORGAN SMARTRETIREMENT BLEND 20… More: the full row for JPMORGAN SMARTRETIREMENT BLEND 2025 R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,666 shares; 2024Q4: 29,552 shares; 2025Q1: 166,510 shares; 2025Q2: 20,869 shares; 2025Q3: 24,300 shares; 2025Q4: 23,521 shares; 2026Q1: 24,385 shares; 2026Q2: 25,174 shares 25,174 $671K 0.11% +789 PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: not reported; 2026Q1: 2,663 shares; 2026Q2: 2,665 shares 2,665 $656K 0.1% +2 Timeline FID FRDM BLD 2045 K6 FID FRDM BLD 2045 K6 More: the full row for FID FRDM BLD 2045 K6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,595 shares 38,595 $651K 0.1% new COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 669 shares 669 $626K 0.1% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,701 shares; 2024Q4: 2,707 shares; 2025Q1: 2,738 shares; 2025Q2: 2,693 shares; 2025Q3: 2,665 shares; 2025Q4: 2,595 shares; 2026Q1: 2,235 shares; 2026Q2: 2,427 shares 2,427 $611K 0.1% +192 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 682 shares; 2024Q4: 783 shares; 2025Q1: 784 shares; 2025Q2: 785 shares; 2025Q3: 786 shares; 2025Q4: 788 shares; 2026Q1: 788 shares; 2026Q2: 5,046 shares 5,046 $603K 0.09% +4,258 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,477 shares; 2024Q4: 26,552 shares; 2025Q1: 26,037 shares; 2025Q2: 24,465 shares; 2025Q3: 24,334 shares; 2025Q4: 25,857 shares; 2026Q1: 24,153 shares; 2026Q2: 24,656 shares 24,656 $584K 0.09% +503 Timeline AB Small Cap Growth Portfol… AB Small Cap Growth Portfolio More: the full row for AB Small Cap Growth Portfolio Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,011 shares; 2024Q4: 5,455 shares; 2025Q1: 5,590 shares; 2025Q2: 5,660 shares; 2025Q3: 5,649 shares; 2025Q4: 5,680 shares; 2026Q1: 5,817 shares; 2026Q2: 5,899 shares 5,899 $571K 0.09% +82 TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,272 shares 1,272 $557K 0.09% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,567 shares; 2024Q4: 2,792 shares; 2025Q1: 3,138 shares; 2025Q2: 1,840 shares; 2025Q3: 1,981 shares; 2025Q4: 1,931 shares; 2026Q1: 1,855 shares; 2026Q2: 2,314 shares 2,314 $548K 0.09% +459 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,537 shares; 2024Q4: 2,797 shares; 2025Q1: 3,389 shares; 2025Q2: 3,554 shares; 2025Q3: 3,723 shares; 2025Q4: 3,063 shares; 2026Q1: 3,221 shares; 2026Q2: 3,221 shares 3,221 $527K 0.08% 0 Timeline Vanguard Explorer Fund - Ad… Vanguard Explorer Fund - Admiral … More: the full row for Vanguard Explorer Fund - Admiral Class Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,480 shares; 2024Q4: 3,664 shares; 2025Q1: 3,763 shares; 2025Q2: 3,727 shares; 2025Q3: 4,146 shares; 2025Q4: 4,020 shares; 2026Q1: 4,023 shares; 2026Q2: 3,998 shares 3,998 $514K 0.08% -25 KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 1,692 shares 1,692 $511K 0.08% +1,524 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,856 shares; 2025Q4: not reported; 2026Q1: 16,234 shares; 2026Q2: 17,240 shares 17,240 $507K 0.08% +1,006 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,183 shares; 2024Q4: 12,743 shares; 2025Q1: 12,728 shares; 2025Q2: 12,740 shares; 2025Q3: 16,397 shares; 2025Q4: 15,859 shares; 2026Q1: 14,956 shares; 2026Q2: 14,252 shares 14,252 $482K 0.08% -704 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,824 shares; 2025Q1: 3,832 shares; 2025Q2: 3,837 shares; 2025Q3: 3,847 shares; 2025Q4: 3,137 shares; 2026Q1: 3,143 shares; 2026Q2: 3,151 shares 3,151 $451K 0.07% +8 Timeline Vanguard Target Retirement … Vanguard Target Retirement 2070 F… More: the full row for Vanguard Target Retirement 2070 Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,851 shares; 2025Q4: 12,275 shares; 2026Q1: 12,453 shares; 2026Q2: 12,601 shares 12,601 $446K 0.07% +148 WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,884 shares 5,884 $437K 0.07% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,290 shares; 2024Q4: 2,267 shares; 2025Q1: 2,424 shares; 2025Q2: 2,162 shares; 2025Q3: 2,163 shares; 2025Q4: 2,148 shares; 2026Q1: 2,169 shares; 2026Q2: 2,623 shares 2,623 $435K 0.07% +454 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,001 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,900 shares 6,900 $434K 0.07% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 217 shares 217 $432K 0.07% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,279 shares; 2026Q1: 1,824 shares; 2026Q2: 2,940 shares 2,940 $431K 0.07% +1,116 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,386 shares; 2025Q2: 3,454 shares; 2025Q3: 3,455 shares; 2025Q4: 3,473 shares; 2026Q1: 3,789 shares; 2026Q2: 3,803 shares 3,803 $431K 0.07% +14 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,239 shares; 2024Q4: 1,240 shares; 2025Q1: 1,313 shares; 2025Q2: 1,360 shares; 2025Q3: 1,357 shares; 2025Q4: 1,338 shares; 2026Q1: 1,389 shares; 2026Q2: 1,214 shares 1,214 $428K 0.07% -175 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894 shares; 2024Q4: 895 shares; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 898 shares; 2026Q1: 898 shares; 2026Q2: 659 shares 659 $411K 0.06% -239 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,434 shares; 2024Q4: 4,485 shares; 2025Q1: 4,447 shares; 2025Q2: 4,526 shares; 2025Q3: 4,526 shares; 2025Q4: 4,583 shares; 2026Q1: 4,583 shares; 2026Q2: 4,664 shares 4,664 $409K 0.06% +81 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 948 shares 948 $404K 0.06% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,277 shares 4,277 $381K 0.06% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,998 shares; 2024Q4: 46,418 shares; 2025Q1: 59,976 shares; 2025Q2: 64,155 shares; 2025Q3: 74,103 shares; 2025Q4: 84,906 shares; 2026Q1: 6,479 shares; 2026Q2: 5,442 shares 5,442 $375K 0.06% -1,037 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,860 shares 3,860 $371K 0.06% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,418 shares 1,418 $369K 0.06% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,556 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares; 2025Q4: 1,296 shares; 2026Q1: 1,172 shares; 2026Q2: 1,144 shares 1,144 $361K 0.06% -28 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: not reported; 2026Q1: 331 shares; 2026Q2: 333 shares 333 $355K 0.06% +2 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,185 shares; 2024Q4: 18,307 shares; 2025Q1: 18,417 shares; 2025Q2: 18,050 shares; 2025Q3: not reported; 2025Q4: 18,308 shares; 2026Q1: 18,428 shares; 2026Q2: 18,422 shares 18,422 $352K 0.06% -6 Timeline JPMORGAN SMARTRETIREMENT BL… JPMORGAN SMARTRETIREMENT BLEND 20… More: the full row for JPMORGAN SMARTRETIREMENT BLEND 2065 R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,414 shares; 2025Q2: not reported; 2025Q3: 3,991 shares; 2025Q4: not reported; 2026Q1: 11,995 shares; 2026Q2: 12,888 shares 12,888 $344K 0.05% +893 RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,264 shares; 2024Q4: 24,264 shares; 2025Q1: 24,264 shares; 2025Q2: 17,605 shares; 2025Q3: 17,605 shares; 2025Q4: 18,756 shares; 2026Q1: 19,376 shares; 2026Q2: 19,376 shares 19,376 $336K 0.05% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,035 shares; 2025Q2: 4,048 shares; 2025Q3: 4,427 shares; 2025Q4: 4,035 shares; 2026Q1: 4,064 shares; 2026Q2: 4,064 shares 4,064 $336K 0.05% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,643 shares 3,643 $335K 0.05% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,551 shares; 2024Q4: 3,482 shares; 2025Q1: 3,639 shares; 2025Q2: 2,904 shares; 2025Q3: 2,816 shares; 2025Q4: 2,436 shares; 2026Q1: 2,439 shares; 2026Q2: 2,585 shares 2,585 $334K 0.05% +146 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 506 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 550 shares; 2025Q4: 5,520 shares; 2026Q1: 5,733 shares; 2026Q2: 4,627 shares 4,627 $330K 0.05% -1,106 Timeline FID FRDM BLD 2025 K6 FID FRDM BLD 2025 K6 More: the full row for FID FRDM BLD 2025 K6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,893 shares 24,893 $330K 0.05% new Vanguard Target Retirement … Vanguard Target Retirement 2060 F… More: the full row for Vanguard Target Retirement 2060 Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,636 shares; 2025Q3: 21,749 shares; 2025Q4: 18,178 shares; 2026Q1: 19,805 shares; 2026Q2: 21,971 shares 21,971 $328K 0.05% +2,166 ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 248 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 823 shares 823 $327K 0.05% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,772 shares; 2026Q1: 1,772 shares; 2026Q2: 1,772 shares 1,772 $319K 0.05% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,957 shares; 2024Q4: 1,957 shares; 2025Q1: 1,984 shares; 2025Q2: 1,868 shares; 2025Q3: 1,688 shares; 2025Q4: 1,647 shares; 2026Q1: 1,647 shares; 2026Q2: 1,647 shares 1,647 $314K 0.05% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,446 shares; 2026Q1: 1,452 shares; 2026Q2: 1,458 shares 1,458 $310K 0.05% +6 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 585 shares 585 $304K 0.05% new Timeline VMFXX VANGUARD FEDERAL MMKT-INV More: the full row for VANGUARD FEDERAL MMKT-INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,565 shares; 2025Q3: 264,636 shares; 2025Q4: 275,148 shares; 2026Q1: 283,300 shares; 2026Q2: 291,771 shares 291,771 $292K 0.05% +8,471 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,568 shares 1,568 $286K 0.04% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,271 shares 1,271 $285K 0.04% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,271 shares 1,271 $281K 0.04% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 417 shares; 2025Q4: not reported; 2026Q1: 9,620 shares; 2026Q2: 9,621 shares 9,621 $279K 0.04% +1 Timeline VANGUARD SHORT-TERM CORP BD… VANGUARD SHORT-TERM CORP BD IDX A… More: the full row for VANGUARD SHORT-TERM CORP BD IDX ADMIRAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,485 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,005 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,757 shares 12,757 $274K 0.04% new DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,937 shares; 2024Q4: 4,897 shares; 2025Q1: 4,917 shares; 2025Q2: 4,940 shares; 2025Q3: 4,962 shares; 2025Q4: 4,909 shares; 2026Q1: 4,927 shares; 2026Q2: 4,944 shares 4,944 $272K 0.04% +17 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 2,264 shares; 2025Q1: 1,868 shares; 2025Q2: 1,768 shares; 2025Q3: 1,779 shares; 2025Q4: 1,681 shares; 2026Q1: 1,378 shares; 2026Q2: 1,368 shares 1,368 $270K 0.04% -10 Timeline FID FRDM BLD 2040 K6 FID FRDM BLD 2040 K6 More: the full row for FID FRDM BLD 2040 K6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,275 shares 16,275 $264K 0.04% new BlackRock Emerging Mkts Ins… BlackRock Emerging Mkts Instl More: the full row for BlackRock Emerging Mkts Instl Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,945 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,650 shares 6,650 $261K 0.04% new VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 637 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 856 shares 856 $259K 0.04% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,133 shares; 2024Q4: 4,138 shares; 2025Q1: 4,142 shares; 2025Q2: 3,735 shares; 2025Q3: 3,745 shares; 2025Q4: 3,748 shares; 2026Q1: 3,811 shares; 2026Q2: 3,813 shares 3,813 $258K 0.04% +2 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,586 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,908 shares 2,908 $255K 0.04% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,217 shares 1,217 $254K 0.04% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,248 shares; 2024Q4: 15,101 shares; 2025Q1: 15,106 shares; 2025Q2: 13,924 shares; 2025Q3: 13,735 shares; 2025Q4: 5,739 shares; 2026Q1: 5,158 shares; 2026Q2: 4,832 shares 4,832 $253K 0.04% -326 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 501 shares 501 $251K 0.04% new Timeline VWEAX VANGUARD HIGH YIELD CORPORATE BON… More: the full row for VANGUARD HIGH YIELD CORPORATE BOND FUND ADMIRAL SHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,662 shares; 2024Q4: 28,176 shares; 2025Q1: 29,533 shares; 2025Q2: 29,736 shares; 2025Q3: 43,616 shares; 2025Q4: 43,621 shares; 2026Q1: 44,340 shares; 2026Q2: 45,400 shares 45,400 $249K 0.04% +1,060 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,266 shares; 2024Q4: 2,272 shares; 2025Q1: 2,277 shares; 2025Q2: 2,282 shares; 2025Q3: 2,113 shares; 2025Q4: 2,116 shares; 2026Q1: 2,120 shares; 2026Q2: 1,492 shares 1,492 $249K 0.04% -628 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,337 shares; 2024Q4: 5,354 shares; 2025Q1: 5,366 shares; 2025Q2: 5,378 shares; 2025Q3: 5,394 shares; 2025Q4: 5,402 shares; 2026Q1: 5,414 shares; 2026Q2: 3,792 shares 3,792 $243K 0.04% -1,622 Timeline VANGUARD EMERGING MARKETS S… VANGUARD EMERGING MARKETS STOC More: the full row for VANGUARD EMERGING MARKETS STOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,530 shares; 2025Q4: 4,960 shares; 2026Q1: 4,879 shares; 2026Q2: 13,982 shares 13,982 $241K 0.04% +9,103 CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,325 shares; 2025Q2: 5,989 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,989 shares; 2026Q2: 5,989 shares 5,989 $238K 0.04% 0 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,611 shares; 2025Q4: not reported; 2026Q1: 1,511 shares; 2026Q2: 1,501 shares 1,501 $236K 0.04% -10 Timeline VANGUARD SMALL CAP GROWTH I… VANGUARD SMALL CAP GROWTH INDEX A… More: the full row for VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,067 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,793 shares 1,793 $231K 0.04% new BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,075 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,992 shares 3,992 $227K 0.04% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 387 shares 387 $225K 0.04% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 353 shares 353 $224K 0.04% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,387 shares; 2024Q4: 2,383 shares; 2025Q1: 2,381 shares; 2025Q2: 2,353 shares; 2025Q3: 2,121 shares; 2025Q4: 1,679 shares; 2026Q1: not reported; 2026Q2: 1,627 shares 1,627 $224K 0.04% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,652 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,050 shares 6,050 $219K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 852 shares 852 $218K 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,280 shares 1,280 $218K 0.03% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,126 shares 1,126 $215K 0.03% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,554 shares 1,554 $212K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,144 shares 1,144 $211K 0.03% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,775 shares 3,775 $211K 0.03% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: not reported; 2026Q1: 21,930 shares; 2026Q2: 7,600 shares 7,600 $211K 0.03% -14,330 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,085 shares 25,085 $209K 0.03% new Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,597 shares 2,597 $208K 0.03% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,929 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,960 shares 2,960 $207K 0.03% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,180 shares; 2025Q4: 2,189 shares; 2026Q1: 2,197 shares; 2026Q2: 2,204 shares 2,204 $203K 0.03% +7 Timeline FID FRDM BLD 2060 K6 FID FRDM BLD 2060 K6 More: the full row for FID FRDM BLD 2060 K6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,990 shares 10,990 $189K 0.03% new FID FRDM BLD 2020 K6 FID FRDM BLD 2020 K6 More: the full row for FID FRDM BLD 2020 K6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,767 shares 10,767 $134K 0.02% new FXAIX FIDELITY 500 INDEX FUND More: the full row for FIDELITY 500 INDEX FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,189 shares; 2024Q4: 18,366 shares; 2025Q1: 19,466 shares; 2025Q2: 20,603 shares; 2025Q3: 25,100 shares; 2025Q4: 31,867 shares; 2026Q1: 33,351 shares; 2026Q2: 32,852 shares 32,852 $94.3K 0.01% -499 Timeline VUSXX VANGUARD TREASURY MONEY MARKET INV More: the full row for VANGUARD TREASURY MONEY MARKET INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,218 shares; 2025Q2: 29,016 shares; 2025Q3: 29,870 shares; 2025Q4: 31,894 shares; 2026Q1: 32,905 shares; 2026Q2: 33,553 shares 33,553 $33.6K 0.01% +648 Timeline